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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,276 | $201,344-49.2% | $184,243-44.5% | $145,877-29.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.39% | 29.01%-12.6pp | 28.82%-12.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $13,117 | $7,022+86.8% | $6,427+104.1% | $4,663+181.3% |
| Participant deferral / active EE | $28,084 | $9,807+186.4% | $9,132+207.5% | $6,691+319.8% |
| Admin fee / account holder | $155 | $16,382-99.1% | $13,914-98.9% | $13,402-98.8% |